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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
1501
Plum Street Advisors
Louisiana
$369K +$7.84K +79 +2%
SIS
1502
Strategic Investment Solutions
Illinois
$368K – – –
S
1503
Sachetta
Massachusetts
$368K – – –
WAL
1504
W Advisors LLC
Tennessee
$368K – – –
DI
1505
Disciplined Investments
Oklahoma
$368K -$72.6K -732 -17%
NSIM
1506
North Star Investment Management
Illinois
$367K +$1.98K +20 +0.5%
SPA
1507
Sentinel Pension Advisors
Massachusetts
$365K +$1.49K +15 +0.4%
NG
1508
Northstar Group
New York
$364K – – –
BWM
1509
Brickley Wealth Management
California
$364K +$11.7K +118 +3%
WPC
1510
Waters Parkerson & Co
Louisiana
$363K +$70.4K +710 +24%
SP
1511
SIH Partners
Delaware
$363K +$359K +3,620 New
HBS
1512
Howard Bailey Securities
Indiana
$362K +$87.5K +882 +32%
PJWM
1513
Philip James Wealth Mangement
Georgia
$361K – – –
WCM
1514
WealthBridge Capital Management
Ohio
$360K +$356K +3,590 New
VCP
1515
Verus Capital Partners
Arizona
$359K +$19.4K +196 +6%
MWM
1516
MGB Wealth Management
Texas
$359K – – –
AR
1517
Apeiron RIA
Texas
$358K -$34.8K -351 -9%
SF
1518
Strategent Financial
Virginia
$357K – – –
WA
1519
WP Advisors
California
$356K +$3.37K +34 +1%
PCM
1520
Prelude Capital Management
New York
$356K +$352K +3,550 New
MCWA
1521
Meadow Creek Wealth Advisors
Georgia
$355K -$8.93K -90 -2%
PRA
1522
Pine Ridge Advisers
New York
$355K – – –
NA
1523
Note Advisors
New York
$353K +$12.6K +127 +4%
OBWP
1524
O'Brien Wealth Partners
Massachusetts
$351K +$107K +1,081 +45%
RA
1525
Rockingstone Advisors
Massachusetts
$351K -$49.6K -500 -13%
59 60
61
62 63